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CRM ⇄ Accounting and finance

Attio to Rillet integration — real-time, two-way sync

Keep Attio and Rillet in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Attio and Rillet

Sync customers, invoices, and payment status between Rillet and Attio in real time, so sales sees the money and finance sees the relationship.

Attio and Rillet connect to close the gap between the sales pipeline and the ledger: Attio Deals and Companies stay aligned with Rillet Customers, Invoices, and Bills so revenue teams and accounting work from the same account picture. Finance gets clean customer data at billing time, and sales sees invoice and credit status without leaving the CRM.

Stacksync links Vendor, Invoice, Credit Memo, Bill in Rillet to Deals, Workspaces, Custom objects, People in Attio with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Trigger renewal outreach from Attio when a Rillet Invoice for the account is paid or overdue.
  • 02 Keep the Rillet Customer master free of duplicates by sourcing it from deduplicated Attio Companies.
  • 03 Report closed Attio Deals against Rillet Account and Invoice data to reconcile bookings with billings.
  • 04 Sync AR and collection status back to customer success tools ahead of renewals.

Common sync patterns

Invoice status in the CRM

Rillet Invoices and Credit Memos sync to the corresponding Attio Company so account owners see what has been billed and credited.

Customer record sync

Attio Companies map to Rillet Customers, so a company created by sales is ready for invoicing without re-entry.

Vendor visibility

Rillet Vendor and Bill records sync into Attio Custom objects when the same organization is both customer and supplier.

What you can sync between Attio and Rillet

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Attio objects Rillet objects How this pairing syncs
Deals Pipeline records; read out for revenue reporting and written to from automation. Invoice Synced with incremental and full sync per the Stacksync docs. Deals is specific to Attio and Invoice to Rillet — each maps to any object or custom field on the other side.
Workspaces Synced with incremental and full sync per the Stacksync docs. Credit Memo Synced with incremental and full sync per the Stacksync docs. Workspaces is specific to Attio and Credit Memo to Rillet — each maps to any object or custom field on the other side.
Custom objects Workspace-defined objects that behave like standard ones in the API. Bill Synced with incremental and full sync per the Stacksync docs. Custom objects is specific to Attio and Bill to Rillet — each maps to any object or custom field on the other side.
People Standard person object; synced with marketing tools and warehouse person tables. Journal Entry Synced with incremental and full sync per the Stacksync docs. People is specific to Attio and Journal Entry to Rillet — each maps to any object or custom field on the other side.
Companies Standard company object; matched to billing and product accounts in two-way syncs. Invoice Payment Synced with incremental and full sync per the Stacksync docs. Companies is specific to Attio and Invoice Payment to Rillet — each maps to any object or custom field on the other side.
Users Synced with incremental and full sync per the Stacksync docs. Charge Synced with incremental and full sync per the Stacksync docs. Users is specific to Attio and Charge to Rillet — each maps to any object or custom field on the other side.

How changes propagate between Attio and Rillet

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Attio Rillet Sub-second propagation

DetectionAttio notifies Stacksync of record changes through webhook events. Webhooks on record and list-entry events, with polling as a fallback.

DeliveryEach detected change is written to Rillet through its API, with automatic retries and rate-limit backoff.

Rillet Attio Sub-second propagation

DetectionRillet pushes changes as they happen — webhook events backed by change data capture. Near real-time updates via change tracking.

DeliveryEach detected change is written to Attio through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Attio: Subject to the platform's published API rate limits.
  • Rillet: Subject to the platform's API rate limits.
What ships with Attio ⇄ Rillet

Connect Attio and Rillet for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Attio–Rillet connection.

Real-time

Two-way sync

Changes in Attio or Rillet instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Attio or Rillet data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Attio or Rillet record.

Observability

Monitoring

Track your Attio ⇄ Rillet sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Attio and Rillet.

How the Attio and Rillet connectors work

Attio

Integration surface
REST API
Authentication
Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
Change detection
Webhooks on record and list-entry events, with polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits.
Attio setup guide

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide
How it works

How to connect Attio to Rillet — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Attio and Rillet with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Attio connected
    Rillet connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Attio and Rillet objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Attio ⇄ Rillet
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Attio Rillet
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Attio and Rillet integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 451 integrations available for Attio and Rillet.

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